Everything a distributor does, in one system.

A Square-style editor: line notes and details your client can read, attachments, extra recipients, the payment terms you agreed, per-line discounts and taxes. The client approves from a link; the estimate becomes an order and an invoice on its own.

A store per client with their logo, their products and their negotiated prices. Permanent stores for programs; temporary stores for an event, attached to the permanent one afterward. Clients order on their own time.

Give each department a budget and an approver. Orders over the line wait for a yes before they reach you. Pending approvals are one list, for you and for the client's managers.

Clients see their estimates, orders, invoices and proofs in one place, in their language. No status emails, no PDF hunting.

One list for every order from every store and estimate. Purchase orders to your suppliers are generated from the order with decoration and ship-to already filled.

Require a deposit before production. The client pays by card from the invoice; the balance follows on the due date. Partial refunds against the deposit or the balance, every payment on the record.

Proposals, product descriptions, estimate notes and client emails drafted from your own catalogue and history, in your tone. Right-click any text to ask MergeTasks AI about it.

Sign in from Settings in two clicks and keep working in the assistant you already use. It can read clients, proposals, orders, stores, budgets and invoices, read only, never changing anything, and you revoke it any time.

Artwork proofs attached to the line, approved by the client from the portal, with the approval on the order.

Revenue by client and store, order velocity, receivables and what's overdue, read from the same records, not a second system.